BWM
BCS Wealth Management Portfolio holdings
AUM
$465M
This Quarter Return
+10.05%
1 Year Return
+9.34%
3 Year Return
+35.27%
5 Year Return
+56.62%
10 Year Return
–
AUM
$193M
AUM Growth
+$193M
(+8.9%)
Cap. Flow
+$232K
Cap. Flow
% of AUM
0.12%
Top 10 Holdings %
Top 10 Hldgs %
43.45%
Holding
152
New
24
Increased
46
Reduced
32
Closed
7
Top Buys
Top Sells
Sector Composition
| 1 | Healthcare | 2.97% |
| 2 | Technology | 2.4% |
| 3 | Financials | 1.97% |
| 4 | Consumer Discretionary | 1.57% |
| 5 | Consumer Staples | 1.45% |